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Salesforce + Zoom Integrations

Connect for free

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Connect Salesforce to Zoom
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Zoom + your other apps
FAQ

Salesforce + Zoom integrations

Salesforce > Zoom

Trigger

Last triggered

Opportunity stage reached

Create meeting

Overview

Connect Salesforce to Zoom in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Zoom, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Zoom, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Zoom integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Set up workflows that run in response to changes in your Zoom meetings

Preview of Use any of these Zoom actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Set up workflows that run in response to changes in your Zoom meetings

Use any of these Zoom actions in your Relay.app workflows.

Example Salesforce + Zoom workflows

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Automatically create meeting in Zoom for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each new meeting registrant in Zoom

Try it

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Find meeting(s) automatically in Zoom for each opportunity stage changed in Salesforce

Try it

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Automatically update record in Salesforce for each meeting created in Zoom

Try it

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Find webinar(s) automatically in Zoom for each record added in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Relay.app workflow screenshot: Summarize RSS Feed

Automatic Resume Parsing

Relay.app workflow screenshot: Automatic Resume Parsing

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Zoom Actions

Meeting

how_to_reg

Add a meeting registrant

how_to_reg

Add meeting registrants

add

Create meeting

delete

Delete meeting

Find meeting(s)

edit

Update meeting

Recording

Find recording for meeting

Webinar

Find webinar(s)

Zoom Triggers

Meeting

add

Meeting created

event_upcoming

Meeting ends

target

Meeting first meets conditions

event

Meeting scheduled

event_upcoming

Meeting starts

event_upcoming

Meeting upcoming

edit

Meeting updated

Meeting registrant

how_to_reg

New meeting registrant

how_to_reg

New recurring meeting registrant

Recording

add

New recording

Recurring meeting

event_upcoming

Recurring meeting ends

event_upcoming

Recurring meeting starts

event_upcoming

Recurring meeting upcoming

Webinar

add

Webinar created

Webinar registrant

add

New webinar registrant

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Create your own Salesforce + Zoom integration

Select a trigger in Salesforce

Select an action in Zoom

Create your workflow

Or automate Zoom + Salesforce

Select a trigger in Zoom

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Zoom to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Zoom with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Zoom to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Zoom to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Zoom?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Zoom that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Zoom—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.